A trading idea: Long-term short on YZi Labs listed tokens

1/ What does history say?

Since 2025, tokens that meet the conditions of "YZi Labs investment + listing on Binance/Binance Alpha" include: Sign, Plume, Idol, ASP, Chip, OPN, Aster, Bio, Shell, Eden, Sahara, Soph, Sto, Init, Bard, Layer, Baby, K, Brev, Vooi, etc.

Among them, currently only IDOL's current price is higher than the listing price; PLUME, STO, and LAYER have had phases of market conditions, performing relatively well.

However, more tokens have shown K-line patterns resembling near-rug pulls, such as ASP, OPN, BIO, SHELL, EDEN, SOPH, INIT, BABY, K, BREV, VOOI, etc.

2/ Why is it bound to fall in the long term?

First, the narrative was exhausted the moment it was listed.

The "YZi/Binance connection" itself is a significant narrative boost, and these expectations were fully FOMOed before and during the listing, pushing the price to high levels. Once officially listed, with all good news priced in, the fuel for continued price increases is lost.

Second, listing on Binance is the endpoint for VC tokens.

For many VC tokens, landing on a top exchange is the biggest liquidity cash-out window for teams and early investors. To be blunt, for most projects, the moment they are listed on Binance, their mission is already accomplished.

3/ Shorting does not equate to guaranteed profit

It is important to emphasize that being bearish in the long term ≠ shorting will definitely make money.

Many projects' declines are not a complete free fall, but rather a volatile decline with ups and downs. Any rebound in between could trigger liquidation.

4/ Observation tools

I created an observation list through @GeckoTerminal to track the aforementioned eligible tokens:

https://reurl.cc/k9RZkx

If there are future projects that meet the conditions for listing, they might serve as a reference.

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